Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bank of Marin BancorpBMRC · Entity 5591 | Director | July 01, 2026 | July 01, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Bank of Marin Bancorp
Report date July 01, 2026 · Filed July 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 30,050 |
Reported balance
After 2026-07-01 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-07-01 · Other · Acquired 849 · Balance 30,050 F1: Shares received in payment of Director fee |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $40.70 · Expires 2028-07-02 | Direct | 958 |
Reported balance
Holding disclosure · report date 2026-07-01 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 958 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $41.35 · Expires 2029-01-02 | Direct | 988 |
Reported balance
Holding disclosure · report date 2026-07-01 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 988 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $41.80 · Expires 2029-07-02 | Direct | 1,077 |
Reported balance
Holding disclosure · report date 2026-07-01 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 1,077 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $44.85 · Expires 2030-01-02 | Direct | 1,019 |
Reported balance
Holding disclosure · report date 2026-07-01 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 1,019 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $32.20 · Expires 2030-07-01 | Direct | 1,279 |
Reported balance
Holding disclosure · report date 2026-07-01 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 1,279 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $32.41 · Expires 2031-07-01 | Direct | 2,479 |
Reported balance
Holding disclosure · report date 2026-07-01 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 2,479 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $37.35 · Expires 2032-01-03 | Direct | 1,030 |
Reported balance
Holding disclosure · report date 2026-07-01 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 1,030 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $32.55 · Expires 2032-07-01 | Direct | 1,205 |
Reported balance
Holding disclosure · report date 2026-07-01 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 1,205 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $32.54 · Expires 2033-01-03 | Direct | 2,317 |
Reported balance
Holding disclosure · report date 2026-07-01 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 2,317 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares received in payment of Director fee
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 01, 2026 Filed Jul 1, 2026 22:26 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 849 | $28.94 | $24,570.06 |
DisclosureSEC source: 0001593727-26-000004 · form4-07012026_100729.xml · nonDerivative · entry 1 Kennedy Kevin R · CIK 0001593727 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 30,050 F1 · kind: Shares received in payment of Director fee Read SEC document |
| January 02, 2026 Filed Jan 5, 2026 18:23 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 925 | $25.79 | $23,855.75 |
DisclosureSEC source: 0001593727-26-000002 · form4-01052026_060149.xml · nonDerivative · entry 1 Kennedy Kevin R · CIK 0001593727 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 29,201 F1 · kind: Shares received in payment of Director fee Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 18:09 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 992 | $24.05 | $23,857.60 |
DisclosureSEC source: 0001415889-25-018936 · form4-07022025_060701.xml · nonDerivative · entry 3 Kennedy Kevin R · CIK 0001593727 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 28,276 Read SEC document |
| January 02, 2025 Filed Jan 2, 2025 23:02 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 985 | $23.51 | $23,157.35 |
DisclosureSEC source: 0001415889-25-000179 · form4-01022025_110122.xml · nonDerivative · entry 3 Kennedy Kevin R · CIK 0001593727 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 27,284 F1 · kind: Shares received in payment of Director Fee Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 22:01 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 1,407 | $16.46 | $23,159.22 |
DisclosureSEC source: 0001415889-24-019010 · form4-07022024_100720.xml · nonDerivative · entry 3 Kennedy Kevin R · CIK 0001593727 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 26,299 F1 · kind: Shares received in payment of Director fee Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 18:38 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 1,027 | $21.90 | $22,491.30 |
DisclosureSEC source: 0001415889-24-000223 · form4-01032024_060152.xml · nonDerivative · entry 3 Kennedy Kevin R · CIK 0001593727 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 24,892 F1 · kind: Shares received in payment of Director fee Read SEC document |
| July 03, 2023 Filed Jul 3, 2023 22:44 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 1,250 | $18.00 | $22,500.00 |
DisclosureSEC source: 0001209191-23-040699 · doc4.xml · nonDerivative · entry 1 Kennedy Kevin R · CIK 0001593727 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 23,865 F1 · kind: Shares received in payment of Director fee Read SEC document |
| May 03, 2023 Filed May 3, 2023 20:47 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | PurchaseCommon Stock | 5,000 | $15.15 | $75,750.00 |
DisclosureSEC source: 0001209191-23-027005 · doc4.xml · nonDerivative · entry 1 Kennedy Kevin R · CIK 0001593727 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 22,615 Read SEC document |
| March 13, 2023 Filed Mar 13, 2023 23:41 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Exercise / conversionStock Options (Right to buy) · Derivative | 1,714 | $0.00 Strike: $23.77 | $0.00 |
DisclosureSEC source: 0001209191-23-018288 · doc4.xml · derivative · entry 4 Kennedy Kevin R · CIK 0001593727 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,714 shares Expires 2026-07-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Exercisable 33% immediately, then 33% per year on first anniversary date of grant. Read SEC document |
| March 13, 2023 Filed Mar 13, 2023 23:41 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Exercise / conversionCommon Stock | 1,714 | $23.77 | $40,733.21 |
DisclosureSEC source: 0001209191-23-018288 · doc4.xml · nonDerivative · entry 1 Kennedy Kevin R · CIK 0001593727 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 17,615 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 18:02 UTC Amendment | Bank of Marin Bancorp BMRC · Entity 5591 | OtherStock Options (Right to Buy) · Derivative | 2,317 | $32.54 Strike: $32.54 | $75,395.18 |
DisclosureSEC source: 0001209191-23-001630 · doc4a.xml · derivative · entry 4 Kennedy Kevin R · CIK 0001593727 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,317 Underlying: Common Stock · 2,317 shares Expires 2033-01-03 F1 · kind: Option issued in payment of Director fee Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 17:34 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherStock Options (Right to Buy) · Derivative | 2,317 | $32.54 Strike: $32.54 | $75,395.18 |
DisclosureSEC source: 0001209191-23-001627 · doc4.xml · derivative · entry 4 Kennedy Kevin R · CIK 0001593727 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,317 Underlying: Common Stock · 2,317 shares Expires 2033-01-03 F1 · kind: Option issued in payment of Director fee Read SEC document |
| July 05, 2022 Filed Jul 6, 2022 21:25 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 314 | $32.55 | $10,220.70 |
DisclosureSEC source: 0001209191-22-041259 · doc4.xml · nonDerivative · entry 1 Kennedy Kevin R · CIK 0001593727 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 15,901 F1 · kind: Shares received in payment of Director fee Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 21:25 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherStock Options (Right to Buy) · Derivative | 1,205 | $32.55 Strike: $32.55 | $39,222.75 |
DisclosureSEC source: 0001209191-22-041259 · doc4.xml · derivative · entry 4 Kennedy Kevin R · CIK 0001593727 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,205 Underlying: Common Stock · 1,205 shares Expires 2032-07-01 F2 · kind: Option issued in payment of Director fee Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 20:47 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherStock Options (Right to Buy) · Derivative | 1,030 | $37.35 Strike: $37.35 | $38,470.50 |
DisclosureSEC source: 0001209191-22-001614 · doc4.xml · derivative · entry 4 Kennedy Kevin R · CIK 0001593727 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,030 Underlying: Common Stock · 1,030 shares Expires 2032-01-03 F2 · kind: Option issued in payment of Director fee Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 20:47 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 257 | $37.35 | $9,598.95 |
DisclosureSEC source: 0001209191-22-001614 · doc4.xml · nonDerivative · entry 1 Kennedy Kevin R · CIK 0001593727 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 15,587 F1 · kind: Shares received in payment of Director fee Read SEC document |
| October 29, 2021 Filed Oct 29, 2021 20:48 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GiftCommon Stock | 170 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-062084 · doc4.xml · nonDerivative · entry 1 Kennedy Kevin R · CIK 0001593727 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 15,330 Read SEC document |
| May 05, 2021 Filed May 5, 2021 22:20 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Exercise / conversionStock Options (Right to buy) · Derivative | 6,000 | $0.00 Strike: $25.14 | $0.00 |
DisclosureSEC source: 0001209191-21-030455 · doc4.xml · derivative · entry 4 Kennedy Kevin R · CIK 0001593727 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,000 shares Expires 2022-05-14 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Exercisable 20% per year beginning on date of grant Read SEC document |
| May 05, 2021 Filed May 5, 2021 22:20 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | Exercise / conversionCommon Stock | 6,000 | $25.14 | $150,810.00 |
DisclosureSEC source: 0001209191-21-030455 · doc4.xml · nonDerivative · entry 1 Kennedy Kevin R · CIK 0001593727 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 15,500 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 16:20 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 515 | $34.86 | $17,952.90 |
DisclosureSEC source: 0001209191-21-001792 · doc4.xml · nonDerivative · entry 1 Kennedy Kevin R · CIK 0001593727 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 9,500 F1 · kind: Shares received in payment of Director fee Read SEC document |
| September 02, 2020 Filed Sep 8, 2020 15:35 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GiftCommon Stock | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-049692 · doc4.xml · nonDerivative · entry 1 Kennedy Kevin R · CIK 0001593727 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 8,985 Read SEC document |
| July 28, 2020 Filed Jul 30, 2020 21:58 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GiftCommon Stock | 50 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-044027 · doc4.xml · nonDerivative · entry 1 Kennedy Kevin R · CIK 0001593727 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 9,185 Read SEC document |
| July 01, 2020 Filed Jul 2, 2020 22:46 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 259 | $32.20 | $8,339.80 |
DisclosureSEC source: 0001209191-20-040668 · doc4.xml · nonDerivative · entry 2 Kennedy Kevin R · CIK 0001593727 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 9,235 F1 · kind: Shares received in payment of Director fee Read SEC document |
| April 24, 2020 Filed Jul 2, 2020 22:46 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GiftCommon Stock | 50 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-040668 · doc4.xml · nonDerivative · entry 1 Kennedy Kevin R · CIK 0001593727 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 8,976 Read SEC document |
| January 08, 2020 Filed Jan 10, 2020 00:12 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 186 | $44.85 | $8,342.10 |
DisclosureSEC source: 0001209191-20-002900 · doc4.xml · nonDerivative · entry 1 Kennedy Kevin R · CIK 0001593727 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 9,026 F1 · kind: Shares received in payment of Director fee Read SEC document |
| July 08, 2019 Filed Jul 9, 2019 22:02 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherStock Options (Right to Buy) | 200 | $41.80 | $8,360.00 |
DisclosureSEC source: 0001209191-19-041623 · doc4.xml · nonDerivative · entry 1 Kennedy Kevin R · CIK 0001593727 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 8,840 F1 · kind: Shares received in payment of Director fee Read SEC document |
| March 27, 2019 Filed Mar 29, 2019 22:20 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | GiftCommon Stock | 150 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-021843 · doc4.xml · nonDerivative · entry 1 Kennedy Kevin R · CIK 0001593727 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 8,640 Read SEC document |
| January 08, 2019 Filed Jan 10, 2019 00:07 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 196 | $41.35 | $8,104.60 |
DisclosureSEC source: 0001209191-19-003157 · doc4.xml · nonDerivative · entry 2 Kennedy Kevin R · CIK 0001593727 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 8,790 F2 · kind: Shares received in payment of Director fee Read SEC document |
| November 27, 2018 Filed Jan 10, 2019 00:07 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 50 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-003157 · doc4.xml · nonDerivative · entry 4 Kennedy Kevin R · CIK 0001593727 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By SIMPLE IRA Disclosed balance after: 100 F4 · kind: On November 27, 2018, the common stock of Bank of Marin Bancorp split 2-for-1, resulting in the reporting person's ownership of 50 additional shares of common stock. Read SEC document |
| November 27, 2018 Filed Jan 10, 2019 00:07 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 5,040 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-003157 · doc4.xml · nonDerivative · entry 3 Kennedy Kevin R · CIK 0001593727 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Roth IRA Disclosed balance after: 10,080 F3 · kind: On November 27, 2018, the common stock of Bank of Marin Bancorp split 2-for-1, resulting in the reporting person's ownership of 5,040 additional shares of common stock. Read SEC document |
| November 27, 2018 Filed Jan 10, 2019 00:07 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 4,297 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-003157 · doc4.xml · nonDerivative · entry 1 Kennedy Kevin R · CIK 0001593727 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 8,594 F1 · kind: On November 27, 2018, the common stock of Bank of Marin Bancorp split 2-for-1, resulting in the reporting person's ownership of 4,297 additional shares of common stock. Read SEC document |
| July 02, 2018 Filed Jul 3, 2018 21:58 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 99 | $81.40 | $8,058.60 |
DisclosureSEC source: 0001209191-18-041282 · doc4.xml · nonDerivative · entry 1 Kennedy Kevin R · CIK 0001593727 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 4,297 F1 · kind: Shares received in payment of Director fee Read SEC document |
| January 08, 2018 Filed Jan 9, 2018 22:46 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 119 | $67.80 | $8,068.20 |
DisclosureSEC source: 0001209191-18-003000 · doc4.xml · nonDerivative · entry 1 Kennedy Kevin R · CIK 0001593727 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 4,198 F1 · kind: Shares received in payment of Director fee Read SEC document |
| July 13, 2017 Filed Jul 15, 2017 00:04 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 130 | $62.45 | $8,118.50 |
DisclosureSEC source: 0001209191-17-045271 · doc4.xml · nonDerivative · entry 1 Kennedy Kevin R · CIK 0001593727 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 4,079 F1 · kind: Shares received in payment of Director fee Read SEC document |
| January 10, 2017 Filed Jan 11, 2017 21:11 UTC | Bank of Marin Bancorp BMRC · Entity 5591 | OtherCommon Stock | 108 | $69.20 | $7,473.60 |
DisclosureSEC source: 0001209191-17-003352 · doc4.xml · nonDerivative · entry 1 Kennedy Kevin R · CIK 0001593727 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 3,949 F1 · kind: Shares received in payment of Director fee Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.